Fee-OnlyFinder

Retirement plan consulting in Minnetonka, MN

7 advisers in Minnetonka offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 7

Adams-Hansen & Associates13911 Ridgedale Drive, Suite 170 · Minnetonka, MN 55305 · (952) 224-9085 · Financial planningCRD 156719 · % of assets, Hourly charges, Fixed fees · $66.3 million AUMState registeredNo commissions reportedAdvisornet Wealth Partners110 Cheshire Lane, Suite 200 · Minnetonka, MN 55305 · (612) 347-8600 · Financial planningCRD 113074 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedBluestem Wealth Partners, LLC13100 Wayzata Blvd., Suite #140 · Minnetonka, MN 55305 · (612) 464-0372 · Financial planningCRD 324489 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCherry Tree Wealth Management, LLC301 Carlson Parkway, Suite 103 · Minnetonka, MN 55305 · (952) 893-9012 · Financial planningCRD 151406 · % of assets · $673.5 million AUMSEC registeredNo commissions reportedFidere Advisors13100 Wayzata Blvd, Suite 330 · Minnetonka, MN 55305 · (833) 234-3373 · Financial planningCRD 312675 · % of assets, Hourly charges, Subscription fees · $24.5 million AUMState registeredNo commissions reportedOakfort Wealth Partners12800 Whitewater Drive, Suite 100 · Minnetonka, MN 55343 · (612) 232-7567 · Financial planningCRD 169340 · % of assets, Hourly charges, Fixed fees · $2.4 million AUMState registeredNo commissions reportedRegan Investments, INC.601 Carlson Parkway, Suite 1050 · Minnetonka, MN 55305 · (952) 473-1080 · % of assets managedCRD 121868 · % of assets · $67.0 million AUMState registeredNo commissions reported